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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1901
FWL Investment Management
Texas
$44.8K +$49.1K +300 New
WOSD
1902
WFA of San Diego
California
$44.6K
AWM
1903
AllSquare Wealth Management
New York
$44.2K -$491 -3 -1%
EARNEST Partners
1904
EARNEST Partners
Georgia
$43.7K
GA
1905
GoalVest Advisory
New York
$43.3K +$10.6K +65 +29%
HC
1906
Hoese & Co
Minnesota
$41.8K
DF
1907
DecisionPoint Financial
Arizona
$41K
OA
1908
Operose Advisors
Wisconsin
$41K +$45K +275 New
CMP
1909
Coston McIsaac & Partners
Maine
$41K
GWSA
1910
Global Wealth Strategies & Associates
Colorado
$40.6K
SIS
1911
Sound Income Strategies
Florida
$38.6K -$14.4K -88 -25%
SC
1912
Stephens Consulting
Michigan
$38.5K
AA
1913
Addison Advisors
Vermont
$38.2K -$2.13K -13 -5%
IFAM
1914
Institutional & Family Asset Management
Colorado
$37.5K
BIA
1915
Bell Investment Advisors
California
$35.2K -$13.2K -81 -26%
ACA
1916
Atlas Capital Advisors
Wyoming
$34.9K
GEA
1917
Glen Eagle Advisors
New Jersey
$34.3K
HI
1918
Hoey Investments
Pennsylvania
$34.3K +$4.91K +30 +15%
FP
1919
Financial Perspectives
Minnesota
$34.2K
RW
1920
RVW Wealth
California
$33.3K +$36.5K +223 New
CHA
1921
Carmichael Hill & Associates
Maryland
$33.1K
RL
1922
Rogco LP
Oklahoma
$33.1K +$36.3K +222 New
TWP
1923
TFO Wealth Partners
Ohio
$32.1K +$164 +1 +0.5%
LFA
1924
LGT Financial Advisors
Texas
$31.6K +$34.7K +212 New
CAM
1925
Chesapeake Asset Management
New York
$30.4K